Balasa Dinverno & Foltz’s iShares S&P 500 Growth ETF IVW Stock Holding History

Balasa Dinverno & Foltz’s Portfolio IVW Stock Details IVW Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$2.9M	Hold
2022 Q2	$3.02M	Sell
2022 Q1	$3.9M	Sell
2021 Q4	$4.31M	Sell
2021 Q3	$4M	Sell
2021 Q2	$3.96M	Sell
2021 Q1	$3.58M	Buy
2020 Q4	$3.51M	Sell
2020 Q3	$3.28M	Sell
2020 Q2	$3.21M	Sell
2020 Q1	$2.59M	Sell
2019 Q4	$3.1M	Hold
2019 Q3	$2.88M	Buy
2019 Q2	$2.69M	Buy
2019 Q1	$2.53M	Hold
2018 Q4	$2.21M	Hold
2018 Q3	$2.6M	Sell
2018 Q2	$2.4M	Sell
2018 Q1	$2.32M	Hold
2017 Q4	$2.28M	Hold
2017 Q3	$2.14M	Sell
2017 Q2	$2.12M	Sell
2017 Q1	$2.06M	Hold
2016 Q4	$1.91M	Hold
2016 Q3	$1.91M	Buy
2016 Q2	$1.8M	Hold
2016 Q1	$1.79M	Hold
2015 Q4	$1.78M	Sell
2015 Q3	$1.73M	Buy
2015 Q2	$1.75M	Hold
2015 Q1	$1.76M	Hold
2014 Q4	$1.72M	Hold
2014 Q3	$1.65M	Sell
2014 Q2	$1.68M	Buy
2014 Q1	$1.52M	Buy
2013 Q4	$1.34M	Sell
2013 Q3	$1.24M	Buy
2013 Q2	$1.02M	Buy